Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$131K
- Short-term disability$118K
- Life$93K
- Vision$32K
- Long-term disability$19K
Sponsor portfolio
TALL OAK LEARNING, LLC
EIN 27-0654500Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$300K premiums
Participants
961
1701 DIRECTORS BOULEVARD, SUITE 800 - AUSTIN, TX 787441019512-437-7541
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $300K premiums / 411 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY89%
- EYEMED VISION CARE11%
Broker market share
Schedule A broker compensation
68%top
- HUB INTERNATIONAL MIDWEST LIMITED68%
- MJ INSURANCE17%
- FMLASOURCE INC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TOL 401(K) RETIREMENT PLAN
401k
Assets$5.3M
Participants532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TALL OAK LEARNING, LLC WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$300K
Covered lives411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOL 401(K) RETIREMENT PLAN | 401k | $5.3M | 532 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TALL OAK LEARNING, LLC WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $300K | 411 | 2025 |
Retirement plans
Welfare plans